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波音（BA）与Pure Storage, Inc.（PSTG）财务数据对比。点击上方公司名可切换其他公司
波音的季度营收约是Pure Storage, Inc.的23.0倍（$22.2B vs $964.5M）。Pure Storage, Inc.净利率更高（5.7% vs -0.0%，领先5.7%）。Pure Storage, Inc.同比增速更快（16.0% vs 14.0%）。Pure Storage, Inc.自由现金流更多（$52.6M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs 10.5%）
波音公司是美国跨国航空航天企业，1916年成立，业务覆盖民用飞机、旋翼机、火箭、卫星、导弹的设计、制造与全球销售，同时提供租赁及产品配套支持服务。作为全球头部航空航天制造商，按2022年营收计为全球第四大国防承包商，也是美国按金额计算的最大出口企业。
Pure Storage是美国上市科技企业，总部位于加利福尼亚州圣克拉拉，成立于2009年，2011年正式推出自研全闪存数据存储软硬件产品，2015年上市前累计获得超4.7亿美元风险投资，营收长期保持高速增长态势。
BA vs PSTG — 直观对比
营收规模更大
BA
是对方的23.0倍
$964.5M
营收增速更快
PSTG
高出2.0%
14.0%
净利率更高
PSTG
高出5.7%
-0.0%
自由现金流更多
PSTG
多$1.5B
$-1.5B
两年增速更快
BA
近两年复合增速
10.5%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $964.5M |
| 净利润 | $-7.0M | $54.8M |
| 毛利率 | — | 72.3% |
| 营业利润率 | 2.0% | 5.6% |
| 净利率 | -0.0% | 5.7% |
| 营收同比 | 14.0% | 16.0% |
| 净利润同比 | 77.4% | -13.9% |
| 每股收益（稀释后） | $-0.11 | $0.16 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BAPSTG
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $964.5M | ||
| Q3 25 | $23.3B | $861.0M | ||
| Q2 25 | $22.7B | $778.5M | ||
| Q1 25 | $19.5B | $879.8M | ||
| Q4 24 | $15.2B | $831.1M | ||
| Q3 24 | $17.8B | $763.8M | ||
| Q2 24 | $16.9B | $693.5M |
净利润BAPSTG
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $54.8M | ||
| Q3 25 | $-5.3B | $47.1M | ||
| Q2 25 | $-611.0M | $-14.0M | ||
| Q1 25 | $-37.0M | $42.4M | ||
| Q4 24 | $-3.9B | $63.6M | ||
| Q3 24 | $-6.2B | $35.7M | ||
| Q2 24 | $-1.4B | $-35.0M |
毛利率BAPSTG
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 72.3% | ||
| Q3 25 | -10.2% | 70.2% | ||
| Q2 25 | 10.7% | 68.9% | ||
| Q1 25 | 12.4% | 67.5% | ||
| Q4 24 | -10.4% | 70.1% | ||
| Q3 24 | -19.7% | 70.7% | ||
| Q2 24 | 7.3% | 71.5% |
营业利润率BAPSTG
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | 5.6% | ||
| Q3 25 | -20.5% | 0.6% | ||
| Q2 25 | -0.8% | -4.0% | ||
| Q1 25 | 2.4% | 4.8% | ||
| Q4 24 | -24.7% | 7.2% | ||
| Q3 24 | -32.3% | 3.3% | ||
| Q2 24 | -6.5% | -6.0% |
净利率BAPSTG
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | 5.7% | ||
| Q3 25 | -22.9% | 5.5% | ||
| Q2 25 | -2.7% | -1.8% | ||
| Q1 25 | -0.2% | 4.8% | ||
| Q4 24 | -25.4% | 7.7% | ||
| Q3 24 | -34.6% | 4.7% | ||
| Q2 24 | -8.5% | -5.0% |
每股收益（稀释后）BAPSTG
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $0.16 | ||
| Q3 25 | $-7.14 | $0.14 | ||
| Q2 25 | $-0.92 | $-0.04 | ||
| Q1 25 | $-0.16 | $0.13 | ||
| Q4 24 | $-5.50 | $0.19 | ||
| Q3 24 | $-9.97 | $0.10 | ||
| Q2 24 | $-2.33 | $-0.11 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $9.4B | $852.8M |
| 总债务越低越好 | $44.4B | — |
| 股东权益账面价值 | $6.0B | $1.4B |
| 总资产 | $164.8B | $4.2B |
| 负债/权益比越低杠杆越低 | 7.41× | — |
8季度趋势，按日历期对齐
现金及短期投资BAPSTG
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | $852.8M | ||
| Q3 25 | $23.0B | $887.8M | ||
| Q2 25 | $23.0B | $739.3M | ||
| Q1 25 | $23.7B | $723.6M | ||
| Q4 24 | $26.3B | $894.6M | ||
| Q3 24 | $10.5B | $965.0M | ||
| Q2 24 | $12.6B | $900.6M |
总债务BAPSTG
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | — | ||
| Q3 25 | $44.6B | — | ||
| Q2 25 | $44.6B | — | ||
| Q1 25 | $45.7B | — | ||
| Q4 24 | $52.6B | — | ||
| Q3 24 | $53.2B | — | ||
| Q2 24 | $53.2B | — |
股东权益BAPSTG
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $1.4B | ||
| Q3 25 | $-8.3B | $1.3B | ||
| Q2 25 | $-3.3B | $1.2B | ||
| Q1 25 | $-3.3B | $1.3B | ||
| Q4 24 | $-3.9B | $1.4B | ||
| Q3 24 | $-23.6B | $1.5B | ||
| Q2 24 | $-18.0B | $1.4B |
总资产BAPSTG
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $4.2B | ||
| Q3 25 | $150.0B | $4.0B | ||
| Q2 25 | $155.1B | $3.8B | ||
| Q1 25 | $156.5B | $4.0B | ||
| Q4 24 | $156.4B | $3.9B | ||
| Q3 24 | $137.7B | $3.8B | ||
| Q2 24 | $142.7B | $3.6B |
负债/权益比BAPSTG
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $116.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $52.6M |
| 自由现金流率自由现金流/营收 | -6.5% | 5.5% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | $-1.0B | $566.7M |
8季度趋势，按日历期对齐
经营现金流BAPSTG
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $116.0M | ||
| Q3 25 | $1.1B | $212.2M | ||
| Q2 25 | $227.0M | $283.9M | ||
| Q1 25 | $-1.6B | $208.5M | ||
| Q4 24 | $-3.5B | $97.0M | ||
| Q3 24 | $-1.3B | $226.6M | ||
| Q2 24 | $-3.9B | $221.5M |
自由现金流BAPSTG
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $52.6M | ||
| Q3 25 | $238.0M | $150.1M | ||
| Q2 25 | $-200.0M | $211.6M | ||
| Q1 25 | $-2.3B | $152.4M | ||
| Q4 24 | $-4.1B | $35.2M | ||
| Q3 24 | $-2.0B | $166.6M | ||
| Q2 24 | $-4.3B | $172.7M |
自由现金流率BAPSTG
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 5.5% | ||
| Q3 25 | 1.0% | 17.4% | ||
| Q2 25 | -0.9% | 27.2% | ||
| Q1 25 | -11.7% | 17.3% | ||
| Q4 24 | -26.9% | 4.2% | ||
| Q3 24 | -11.0% | 21.8% | ||
| Q2 24 | -25.7% | 24.9% |
资本支出强度BAPSTG
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 6.6% | ||
| Q3 25 | 3.8% | 7.2% | ||
| Q2 25 | 1.9% | 9.3% | ||
| Q1 25 | 3.5% | 6.4% | ||
| Q4 24 | 4.3% | 7.4% | ||
| Q3 24 | 3.4% | 7.9% | ||
| Q2 24 | 2.4% | 7.0% |
现金转化率BAPSTG
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 2.12× | ||
| Q3 25 | — | 4.50× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 4.91× | ||
| Q4 24 | — | 1.52× | ||
| Q3 24 | — | 6.35× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BA
| Commercial Airplanes | $9.2B | 41% |
| Defense, Space & Security | $7.6B | 34% |
| Global Services | $5.4B | 24% |
PSTG
| US | $683.2M | 71% |
| Non Us | $281.3M | 29% |
